Financial Services - Administrative Assistant

CB&S Bank•Russellville, AL

About The Position

GENERAL FUNCTION: This position will act as an assistant to the Financial Services Manager as well as the Financial Advisors, and is also an ambassador for the branch sales program. Will assist with administrative and marketing tasks as requested by supervisor. Must develop relationships, counsel with customers and perform clerical duties and documentation as needed in the area of investments, insurance and the branch sales program. Directs and assists walk-in customers and phone prospective customers through an organized call program. Assists in all administrative areas as directed by immediate supervisor. Occasionally schedules and organizes departmental activities such as meetings, travel, conferences, and other related functions. MAJOR DUTIES AND RESPONSIBILITIES: Will actively work to acquire, and maintain, the knowledge and skills to efficiently service our customer's needs and also work to acquire, and maintain, the knowledge to sell life insurance and annuities. Will assist with the day to day functions of the department while promoting bank financial services. Must become skilled in the use of Electronic Agency Management Systems. Performs other duties assigned by supervisor.

Requirements

At least two years sales/customer service experience or related experience or comparable education
Must procure and maintain life & health insurance license within requested timeframe
Knowledgeable regarding investment services, but will not provide investment advice or direct selling of any securities
Good communication skills, both verbal and written
Ability to travel between branches as needed
Dependable transportation
Basic computer skills and able to perform moderately complex tasks
Ability to handle and produce accurate work within a specified time frame
Demonstrates proficiency and commitment to excellence in performance of duties

Responsibilities

Assist with administrative and marketing tasks
Develop relationships with customers
Counsel with customers
Perform clerical duties and documentation
Direct and assist walk-in customers
Phone prospective customers through an organized call program
Schedule and organize departmental activities
Acquire and maintain knowledge and skills to efficiently service customer's needs
Acquire and maintain knowledge to sell life insurance and annuities
Assist with the day to day functions of the department while promoting bank financial services
Become skilled in the use of Electronic Agency Management Systems
Perform other duties assigned by supervisor